- Connect with individuals and families to understand their financial goals and needs.
- Complete applicable training and licensing requirements for regulated activities.
- Filing paperwork and operate computer softwares
- Follow company policies, regulatory requirements, and ethical sales practices.
- Participate in team meetings, career development, and business-building activities where applicable.
Qualifications
- Strong communication and interpersonal skills.
- Willingness to learn about personal finance and financial services.
- Professional, reliable, and comfortable interacting with people.
- Self-motivated, organized, and goal-oriented.
- Previous sales or financial services experience is an asset but is not required.
- Must meet applicable eligibility requirements for required licensing.
No experience required. Training will be provided.
Pay: $50.00-$2,000.00 per month
Work Location: In person
📌 Client Services Representative (North York)
🏢 HBS
📍 North York
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